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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Cooke McClatchy is a Registered Investment Advisor representative with Bryn Mawr Capital Management, LLC in Wilmington, DE. Paul has been working in the securities industry for over 30 years. Paul is licensed in multiple states, including Pennsylvania and New Jersey. Paul has a strong track record of providing financial planning and investment management services to individuals, high net worth individuals, charitable organizations, and pension plans. Paul’s primary focus is providing clients with personalized financial planning and investment management services that are tailored to their specific needs and goals. Paul Cooke McClatchy holds a Series 6, 7, 63, and 65 license and the Certified Financial Planner designation. Prior to joining Bryn Mawr Capital Management, LLC, Paul was employed with Sterling Investment Advisors LTD. and Planning Capital Management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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DE
01/30/2025 - Present
Bryn Mawr Capital Management, LLC (Wilmington DE)
PA
01/18/2007 - 09/02/2008
COMMERCE CAPITAL MARKETS, INC. (PHILADELPHIA PA)
PA
09/07/1989 - 07/06/2005
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 11/18/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/1992
Series 7 - General Securities Representative Examination
BC
Issued 09/06/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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